McCoy Student Managed Investment Fund

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McCoy Student Managed Investment Fund Employees

Employee
Years
Job
Industry
Andrew Shepard Andrew Shepard Houston, Texas Area Details
Andrew Shepard's McCoy Student Managed Investment Fund Experience August 2014 - December 2014
Job Refining & Oil Markets Analyst at Wood Mackenzie
Industry Oil & Energy
Experience
Wood Mackenzie  January 2015 - Present
McCoy Student Managed Investment Fund   August 2014 - December 2014
Wood Mackenzie  June 2014 - August 2014
Invesco  June 2013 - August 2013
Texas State University  2013 - 2013
Self Employed  August 2012 - December 2012

Education
Texas State University   2010 — 2014
BBA, Economics, minor in Mathematics, 4.0

Brian Trzeciak Brian Trzeciak Houston, Texas Area Details
Brian Trzeciak's McCoy Student Managed Investment Fund Experience June 2013 - August 2013
Job Graduated from Texas State UniversitySan Marcos
Industry Chemicals
Experience
AT&T  March 2015 - Present
FMC Technologies  November 2014 - March 2015
Westlake Chemical  January 2014 - December 2014
Mccoy Student Managed Investment Fund   June 2013 - August 2013

Skills
Leadership, Team Building, Customer Service, Financial Analysis, Accountability, Microsoft Excel, Team Leadership, Information Systems, Microsoft Office, Management, Marketing, Bloomberg, Team Management, Equity Valuation, SAP, Salesforce.com, Bourque Logistics, Logistics, Supply Chain, Six Sigma, ISO

Education
Texas State University-San Marcos   2011 — 2013
Bachelor of Business Administration (BBA), Finance, General

Brenton Walrath Brenton Walrath Austin, Texas Details
Brenton Walrath's McCoy Student Managed Investment Fund Experience September 2007 - May 2008
Job Success Manager
Industry Information Technology and Services
Experience
EBQuickstart  December 2013 - Present
EBQuickstart  August 2013 - November 2013
EBQuickstart  January 2013 - August 2013
EBQuickstart  October 2011 - January 2013
EBQuickstart  January 2011 - October 2011
EBQuickstart  April 2010 - January 2011
McCoy Student Managed Investment Fund   September 2007 - May 2008

Skills
Salesforce.com, SaaS, Lead Generation, Solution Selling, Demand Generation, Enterprise Software, Account Management, Sales, Cold Calling, B2B, New Business Development, Sales Management, Direct Sales, Business Development, Market Research, Sales Operations, CRM, Team Leadership, Competitive Analysis, Sales Process, Sales Presentations, Selling, Go-to-market Strategy, Dedicated Professional, Marketing Strategy, Software Industry, Marketing, Strategic Planning, Networking, Leadership, Email Marketing, Online Marketing, Product Management, Business Analysis, Product Marketing, Strategic Partnerships, Start-ups, Analytics

Education
Texas State University-San Marcos   2005 — 2008
BBA, Finance

Hendrix College   2004 — 2005
Business/Managerial Economics

William Gallegos William Gallegos Austin, Texas Area Details
William Gallegos's McCoy Student Managed Investment Fund Experience August 2009 - May 2010
Job AVP, Advisory Consulting at NFP Advisor Services
Industry Investment Management
Experience
NFP Advisor Services  September 2015 - Present
NFP Advisor Services  April 2015 - Present
National Financial Partners  August 2011 - Present
J.P. Morgan Chase   June 2010 - August 2011
JPMorgan Chase  July 2007 - June 2010
McCoy Student Managed Investment Fund   August 2009 - May 2010

Skills
Portfolio Management, Asset Management, Morningstar Advisor..., Factset, Portfolio Strategy, Model Portfolios, Model Building, Advisory Investments, Variable Annuities, Mutual Fund Research, ETF Research, Equity Research, 3rd Party Strategist..., Alternative Investments, Case Design, Series 7, Series 6, Series 63, Asset Allocation, Portfolio Design, Series 65, Mutual Funds, Zephyr Style Advisor, Morningstar, Portfolio Optimization

Education
Texas State University-San Marcos   2005 — 2010
B.B.A, Finance; Financial Management and Analysis

Frank Tallerine Frank Tallerine San Marcos, Texas Details
Frank Tallerine's McCoy Student Managed Investment Fund Experience August 2014 - December 2014
Job Business and Mathematics Tutor
Industry Financial Services
Experience
Texas State University  September 2014 - Present
McCoy Student Managed Investment Fund   August 2014 - December 2014
Texas State University  August 2012 - August 2014
ACS Commercial Services LLC   May 2011 - August 2011

Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Leadership, Microsoft Word, Strategic Planning, PowerPoint, Project Management, Sales

Education
Texas State University   2011 — 2016
Bachelor's Degree, Finance, 3.63

Texas State University   2011 — 2016
Bachelor's Degree, Applied Mathematics, 3.63

Klein Forest High School   2007 — 2011

Jonluke Davis Jonluke Davis Humble, Texas Details
Jonluke Davis's McCoy Student Managed Investment Fund Experience January 2013 - August 2013
Job Planning Analyst at CEMEX
Industry Financial Services
Experience
CEMEX  October 2013 - Present
McCoy Student Managed Investment Fund   January 2013 - August 2013
Best Buy  October 2010 - January 2012
Vector Marketing  June 2010 - August 2010
Kroger  August 2007 - June 2010

Skills
Analyzer, Financial Analysis, Portfolio Management, Work Ethic, Teamwork, Leadership, Customer Service, Investments, Finance, Bloomberg Terminal, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook

Education
Texas State University-San Marcos   2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General

Lone Star College System   2009 — 2011
Associate of Arts (A.A.), Business Administration and Management, General

Ashley Huck Ashley Huck San Marcos, Texas Details
Ashley Huck's McCoy Student Managed Investment Fund Experience January 2015 - Present
Job Student at Texas State University
Industry Financial Services
Experience
McCoy Student Managed Investment Fund   January 2015 - Present
Amegy Bank  May 2013 - August 2013
Atrium Executive Business Suites  May 2008 - August 2012

Skills
Microsoft Office, Customer Service, Microsoft Excel, Management

Education
Texas State University   2010 — 2015
Bachelor’s Degree, Finance and Financial Management Services, Magna Cum Laude

Andrew Mulder, CRPS® Andrew Mulder, CRPS® Houston, Texas Area Details
Andrew Mulder, CRPS®'s McCoy Student Managed Investment Fund Experience August 2009 - May 2010
Job Financial Advisor at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial  September 2010 - Present
SagePoint Financial  September 2010 - Present
McCoy Student Managed Investment Fund   August 2009 - May 2010
SagePoint Financial  June 2008 - December 2009
Assent LLC  June 2009 - October 2009

Skills
Retirement Planning, Strategic Financial..., Portfolio Management, Series 7, IRAs, 401k Rollovers, 401k, Qualified Retirement..., Wealth Management, Multi-generational..., Estate Planning, Series 66, Licensed Life Insurance..., Retirement Plan..., Roth IRA, Employee Stock Options, 10b5-1 Plans

Education
Texas State University   2005 — 2010
BBA, Finance

Thomas Crawford, CFA Thomas Crawford, CFA Houston, Texas Area Details
Thomas Crawford, CFA's McCoy Student Managed Investment Fund Experience January 2010 - May 2010
Job Investment Analyst at AIG Investments
Industry Investment Management
Experience
AIG  August 2015 - Present
The Endowment for The Museum of Fine Arts, Houston   February 2011 - August 2015
Association Management, Inc.   September 2010 - February 2011
McCoy Student Managed Investment Fund   January 2010 - May 2010

Skills
Portfolio Management, Financial Reporting, Investments, Financial Analysis, Financial Modeling, Strategic Financial..., Asset Allocation, Risk Management, Alternative Investments, Investment Management, Hedge Funds, Equities, Microsoft Excel, Real Estate, Valuation, Property Management, Corporate Finance, Finance, Due Diligence, Asset Management, Mutual Funds, Analysis, Private Equity

Education
Texas State University   2007 — 2010
BBA, Finance

Raphael Croce Raphael Croce Austin, Texas Details
Raphael Croce's McCoy Student Managed Investment Fund Experience August 2014 - December 2014
Job Data Analyst at TeleStax
Industry Financial Services
Experience
TeleStax   June 2015 - September 2015
McCoy Student Managed Investment Fund   August 2014 - December 2014
Texas State University  May 2014 - June 2014
Storefront Social   August 2012 - September 2013
St. David's HealthCare   August 2011 - March 2012

Skills
Leadership, Data Analysis, Marketing Strategy, Microsoft Word, Economics, Microsoft Excel, Market Research, Marketing Research, Financial Accounting, Management Accounting, Marketing, Oral & Written..., Social Media Marketing, Financial Statements, Financial Reporting, Statistical Data..., Financial Analysis, Market Analysis, Photoshop, InDesign, Prezi, Security Analysis, ETFs, Endowment Funds, Corporate Finance, Communication, Public Speaking, Microsoft Office, PowerPoint, Teamwork

Education
Texas State University-San Marcos   2012 — 2015
Bachelor of Business Administration (BBA), Finance and Accounting

Casey Vaught Casey Vaught Austin, Texas Details
Casey Vaught's McCoy Student Managed Investment Fund Experience June 2011 - February 2012
Job Equity Analyst at Century Management
Industry Investment Management
Experience
Century Management  January 2014 - Present
Century Management  August 2012 - December 2013
Century Management  October 2011 - August 2012
McCoy Student Managed Investment Fund   June 2011 - February 2012

Skills
Finance, Equity Research, Bloomberg Terminal, Investments, Equities, Accounting, Microsoft Excel, Valuation, Analysis, Leadership, Accountability, PowerPoint, Equity Valuation, Financial Analysis, Financial Modeling, Microsoft Office, Portfolio Management, Data Analysis, Management, Bloomberg, Customer Service, Fixed Income

Education
Texas State University   2008 — 2012
BBA, Finance and Accounting

San Marcos High School

Eric Crone Eric Crone Austin, Texas Details
Eric Crone's McCoy Student Managed Investment Fund Experience August 2012 - May 2013
Job Teller at Frost Bank
Industry Banking
Experience
Frost Bank  December 2013 - Present
RGIS  January 2011 - July 2013
McCoy Student Managed Investment Fund   August 2012 - May 2013
Apple  May 2010 - January 2011

Skills
Microsoft Excel, Financial Analysis, Team Leadership, Portfolio Management, Customer Satisfaction, Public Speaking, Bloomberg Terminal, Equities, Customer Service, Microsoft Office, Management, Strategic Financial..., Equity Research Analysis, Fixed Income, Investments

Education
Texas State University-San Marcos   2009 — 2013
Bachelor of Business Administration (BBA), Finance

James Bowie HS   2005 — 2009
High School

Craig Simonson Craig Simonson Austin, Texas Area Details
Craig Simonson's McCoy Student Managed Investment Fund Experience September 2006 - May 2007
Job Equipment Inc Controller
Industry Machinery
Experience
Equipment Inc   July 2015 - Present
CSC  May 2012 - July 2015
Freescale Semiconductor  December 2009 - May 2012
Freescale Semiconductor  May 2007 - December 2009
McCoy Student Managed Investment Fund   September 2006 - May 2007
Primary Communications Solutions   March 1999 - October 2002
United States Army, Fort Hood Texas   September 1994 - March 1999

Skills
Leadership, Finance, Financial Analysis, Forecasting, Variance Analysis, Corporate Finance, Process Improvement, Financial Modeling, SAP, Analysis, Consolidation, Microsoft Excel, SAP BW, SAP R/3, Sarbanes-Oxley Act, Financial Accounting, Accounting, Hyperion Enterprise, Financial Reporting, Budgets

Education
Texas State University   2005 — 2007
BBA, Finance

Bryce Hill Bryce Hill Houston, Texas Details
Bryce Hill's McCoy Student Managed Investment Fund Experience January 2010 - May 2010
Job Portfolio Analyst at US Trust
Industry Financial Services
Experience
US Navy  April 2015 - Present
U.S. Trust   October 2013 - April 2015
J.P. Morgan   October 2011 - October 2013
UBS  September 2010 - March 2011
Honda of Spring   2007 - 2011
McCoy Student Managed Investment Fund   January 2010 - May 2010

Skills
Asset Allocation, Investments, Valuation, Portfolio Management, Bloomberg, Equities, Financial Analysis, Financial Modeling, Strategic Financial..., Series 7, Finance

Education
Texas State University-San Marcos   2007 — 2010
BBA, Finance

Azim Ellam Azim Ellam Houston, Texas Area Details
Azim Ellam's McCoy Student Managed Investment Fund Experience August 2012 - May 2013
Job US Accountant at Flexpipe Systems
Industry Financial Services
Experience
Flexpipe Systems  April 2014 - May 2015
Gary W. Lambert & Co.   July 2013 - January 2014
SagePoint Financial  January 2013 - June 2013
McCoy Student Managed Investment Fund   August 2012 - May 2013
Texas State University - Financial Management Association   August 2012 - January 2013

Skills
Financial Analysis, Portfolio Management, Strategic Financial..., Asset Allocation, Valuation, Economics, Bloomberg Terminal, Equities, Accounting, Management, Fixed Income, Financial Modeling, Banking, Finance, Bloomberg, Leadership, Mutual Funds, Corporate Finance, Financial Planning

Education
CFA Institute
Chartered Financial Analyst

Texas State University-San Marcos   2010 — 2013
BBA Finance & BBA Accounting